Peter Weinberg is a financial advisor with Primerica Advisors in La Jolla, CA, holding a Series 66 credential and two years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2023. Outside of advising, he is a licensed California real estate agent working as an independent contractor with Pacific Sotheby’s International Realty. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Curtis Norwood is a CFP® professional with two years of experience at Mariner Wealth. Prior to joining Mariner, he worked at Wal Mart for seven years. He is based in San Diego, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal team and external managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Ford is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners since 2015 and previously worked at LPL Financial from 2015 to 2019. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture approach and active asset allocation across multiple custodians.

Drew Nordlicht is a financial advisor with Hightower Advisors in San Diego, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on manager selection and multi-manager solutions incorporating both affiliated and third-party managers.

Michael Affleck is a financial advisor with Principal Financial Services in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with multiple entities including 6Pillars Financial Services, Principal Life Insurance Company, Principal Securities Inc., and owns MHA Holdings, LLC dba Tetra Group, Ltd., a business involved in group and property insurance. He also works as a broker in group benefits and as an agent in fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm’s advisory services include financial planning, retirement plan consulting, and third-party money manager programs offered under various advisory and promoter arrangements.

Trevor Isaacs is a financial advisor with Eagle Strategies (NY Life) based in Rancho Santa Fe, CA, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has affiliations with New York Life Insurance Company and NYlife Securities LLC dating back to 2014. Isaacs operates IZX Financial and Insurance Solutions and owns Isaacs Financial Group LLC, which handles insurance brokering and related business activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions and mostly managing assets on a non-discretionary basis within the New York Life affiliate structure.

Matthew Hurley is a CFP® licensed financial advisor with 38 years of industry experience. He has worked at Independent Financial Group, LLC since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he offers comprehensive wealth management services through Hurley Wealth Management, including insurance, portfolio management, and retirement planning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple investment platforms and program options.

David Allen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for eight years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor strategies, and tax management.

Hector Monroy III is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Westmount Asset Management and Standish Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Matthew Adams is a CFP® professional at Corient with 11 years of industry experience. His prior roles include positions at Dowling & Yahnke, LLC and Aspiriant LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Nicole Farrar is a CFP®-certified financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. She has previously worked at Sagepoint Financial, Inc. and San Diego Wealth Management. Outside of her advisory role, she is a licensed health insurance agent assisting friends with enrollment in health insurance plans. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s open-architecture Strategic Wealth Management platform supports both advisor-managed and model-based portfolios.

David Baldwin is a CFP® with 20 years of experience in financial advising, currently with Commonwealth Financial Network. His prior roles include positions at Talents Financial Planning and Wealth Management, LS Investment Management, TCFG Wealth Management, and Edward Jones. Baldwin is also the author of the book *The Balancing Act, Rewriting Your Financial Script*. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting various investment strategies and portfolio implementation.

Schane Goheen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, Goheen held positions at Epstein and White Financial LLC and JP Morgan Chase Bank. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit entities. The firm focuses on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, combined with specialized retirement, tax, and estate planning services.

Alexander Singelyn is a financial advisor at Guardian Life with Series 66 credentials and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes attending the University of California, Davis. Singelyn also participated in collegiate women's beach volleyball during 2021-2022. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Adam Lane is a Series 66-licensed financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He has over one year of experience in the financial services industry, including roles at Guardian Life Insurance Company, San Diego County Credit Union, and Thinkwise Credit Union. Prior to his advisory career, he spent 12 years at Twin Peaks Auto Service. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Mark Bobin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2010. Outside of his advisory role, he also provides public notary services and works as a California-licensed insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory platforms and third-party asset managers to implement client investment strategies.

Christopher Muniz is a CFP® professional with 25 years of experience in the financial services industry. He has been with Creative Planning since 2017 and previously worked at UnionBanc Investment Services and Union Bank from 2011 to 2017. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Daniel Phillips is a financial advisor at Creative Planning in San Diego, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals.

Constance Walsh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Her prior roles include positions at MS Howells & Co and Laurel Wealth Advisors, as well as running Walsh Financial Divorce Solutions for over two decades. She holds insurance licenses in California, Illinois, and New York, selling fixed life and long-term care insurance products as an additional business activity. Integrated Wealth Concepts LLC supports a network of independent advisors serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income with both long-term and shorter-term strategies.

Augustin Wehn is a financial advisor with Schwab Wealth Advisory, Inc. based in San Diego, CA, holding Series 63 and Series 66 credentials and with five years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., as well as several positions outside finance, including with the Arizona Diamondbacks and NASA Psyche Mobile Application. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with tailored investment recommendations and annual financial reviews while relying on Schwab’s research tools and standard asset allocation models.